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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % |
Quarter Est. Return |
3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1976 |
1976
Vicus Capital
State College,
Pennsylvania
| $1.2B | +$130M | +12% | 8.11% | 59.6% | 281 | 21.71% | 3.4 |
|
| 1977 |
1977
Bouchey Financial Group
Troy,
New York
| $1.2B | +$94M | +8% | 7.47% | 66.7% | 152 | 15.79% | 3.9 |
|
| 1978 |
1978
Hikari Power
Tokyo,
Japan
| $1.2B | -$60.2M | -5% | 3.94% | 53.5% | 63 | 4.76% | 6.6 |
|
| 1979 |
MIM
1979
Marco Investment Management
Atlanta,
Georgia
| $1.2B | +$121M | +11% | 13.5% | 127% | 226 | 7.96% | 7.2 |
|
| 1980 |
1980
Van Hulzen Asset Management
El Dorado Hills,
California
| $1.2B | +$103M | +9% | 9.99% | 86.3% | 342 | 14.04% | 3.7 |
|
| 1981 |
1981
Quinn Opportunity Partners
Charlottesville,
Virginia
| $1.2B | -$262M | -18% | 9.7% | 77.6% | 447 | 31.1% | 1.1 |
|
| 1982 |
1982
SPC Financial Inc
Rockville,
Maryland
| $1.19B | +$56.7M | +5% | 7.75% | 65.1% | 278 | 11.87% | 4.2 |
|
| 1983 |
1983
Smith, Moore & Co
Clayton,
Missouri
| $1.19B | +$112M | +10% | 8.22% | 67% | 530 | 12.83% | 4.4 |
|
| 1984 |
1984
Bristlecone Advisors
Bellevue,
Washington
| $1.19B | -$33.2M | -3% | 12.5% | 103% | 385 | 25.97% | 4.1 |
|
| 1985 |
1985
Keywise Capital Management (HK)
Hong Kong
| $1.19B | +$263M | +28% | 27.1% | 684% | 18 | 22.22% | 1.4 |
|
| 1986 |
1986
Washington Trust Bank
Spokane,
Washington
| $1.19B | +$189M | +19% | 10.7% | 80.5% | 219 | 17.35% | 6.2 |
|
| 1987 |
1987
Charter Oak Capital Management
Portsmouth,
New Hampshire
| $1.18B | +$94.3M | +9% | 7.43% | 39.2% | 203 | 8.37% | 3.3 |
|
| 1988 |
1988
Regal Partners
Sydney, NSW,
Australia
| $1.18B | +$207M | +21% | 14.5% | 146% | 87 | 54.02% | 0.7 |
|
| 1989 |
1989
Fusion Family Wealth
Woodbury,
New York
| $1.18B | +$95.3M | +9% | 9.11% | 58.2% | 47 | 6.38% | 5 |
|
| 1990 |
1990
Parsifal Capital Management
Greenwich,
Connecticut
| $1.18B | +$24M | +2% | 12.4% | 154% | 23 | 43.48% | 1.3 |
|
| 1991 |
1991
Regents of the University of California
Oakland,
California
| $1.18B | +$712M | +152% | 1.22% | 86.1% | 8 | 37.5% | 0.8 |
|
| 1992 |
1992
Windward Capital Management
Los Angeles,
California
| $1.18B | +$19.1M | +2% | 3.8% | 78.5% | 71 | 0% | 7.8 |
|
| 1993 |
1993
Warburg Pincus
New York
| $1.18B | -$132M | -10% | 3.97% | 3.59% | 7 | 42.86% | 2.2 |
|
| 1994 |
1994
RVW Wealth
Los Angeles,
California
| $1.18B | +$116M | +11% | 9.13% | 65.8% | 173 | 9.25% | 3 |
|
| 1995 |
1995
LRI Investments
Palm Beach Gardens,
Florida
| $1.18B | +$142M | +14% | 12.3% | – | 1,312 | 11.2% | 1 |
|
| 1996 |
1996
Greenvale Capital
London,
United Kingdom
| $1.18B | +$148M | +14% | 22.7% | 101% | 20 | 40% | 1.1 |
|
| 1997 |
1997
Nicolet Advisory Services
Green Bay,
Wisconsin
| $1.18B | +$167M | +17% | 8.28% | 62.7% | 425 | 14.82% | 2.8 |
|
| 1998 |
1998
Nebula Research & Development
New York
| $1.17B | +$92.8M | +9% | 11.4% | – | 1,192 | 43.96% | 0.5 |
|
| 1999 |
1999
PFM Health Sciences
San Francisco,
California
| $1.17B | -$203M | -15% | 9.18% | 241% | 83 | 53.01% | 2 |
|
| 2000 |
2000
Weatherly Asset Management
Del Mar,
California
| $1.17B | +$57.9M | +5% | 8.14% | 116% | 185 | 4.86% | 7.6 |
|